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Investor’s Notebook

The latest thoughts from the buy side of real estate investment

Investor's Notebook

TV is dead, long live TikTok!

TV is dead, long live TikTok!

What does it tell you when two of the world’s most cogent cinema essayists decide to put out books on TV? Mostly, it tells you that there hasn’t been much new cinema to talk about in the last five years thanks to the pandemic and the strikes. More profoundly, it tells you that all the action has...

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LATEST ARTICLES

Investor's Notebook

Build. Demolish. Repeat

Build. Demolish. Repeat

The Japanese housing depreciation dilemma. While Japan shares many characteristics of the West – a democratic political system and capitalist economic system – one area that...

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Investor's Notebook

A glorious failure

A glorious failure

When a clumsy attempt to muzzle German business journalists backfires. We always get slightly nervous at REFIRE when Germany goes all bullish on the stock market. It's not that...

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Investor's Notebook

The match between good and evil?

The match between good and evil?

After months of uncertainty and debate about its rights and wrongs (see Christina Philippou’s recent article) Newcastle United have finally been taken over by the Saudi...

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